Since July, overseas institutions have conducted research on 93 companies, with a focus on the electronics industry.

According to statistics, since July, overseas institutions have conducted research on 93 listed companies. In terms of industries, overseas institutions mainly focus on the electronics, machinery equipment, pharmaceuticals, and non-ferrous metals industries. The number of companies in the electronics industry is the highest, reaching 18. Zhongtai Securities research report stated that with the support of artificial intelligence investment and consumer electronics subsidies, the performance of the electronics industry significantly improved in the first quarter. In the second quarter, the prosperity of the electronics industry continued to be high, driven by the artificial intelligence boom, with strong demand for computing chips and related hardware, increased corporate capital expenditure, and the semiconductor sector maintaining a high growth trend. Downstream cloud computing and automotive electronics orders are sufficient, and the performance of related companies in the second quarter is expected to exceed market expectations.